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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,429 | $60,349+134.4% | $74,184+90.6% | $62,881+124.9% |
| Participation rate | 92.6% | 72.7%+19.9pp | 76.6%+16.0pp | 69.3%+23.3pp |
| Annual return | 7.09% | 21.38%-14.3pp | 17.74%-10.6pp | 20.14%-13.1pp |
| Employer contribution / active EE | $3,889 | $1,680+131.4% | $2,370+64.1% | $2,281+70.5% |
| Participant deferral / active EE | $5,038 | $2,856+76.4% | $3,550+41.9% | $3,203+57.3% |
| Admin fee / account holder | $193 | $4,261-95.5% | $5,586-96.5% | $4,296-95.5% |